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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Apr 26, 2021

In episode 355 of Financially Simple, Justin and Amy Ahrens of Heritage Investors go over the KPIs, KRIs and PIs of Operations.

Operations covers many business related functions and tasks as a whole, and as such keeping track of these processes is invaluable for overseeing how well systems work and whether or not customers and clients continue to buy or use a businesses product or service. In this episode, Justin and Amy look at indicators for past, present and future tracking purposes, and list the main indicators and why they matter.

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01:55 - The KPIs, KRIs and PIs of Operations, with Amy Ahrens

05:14 - Past, Present and Future Indicators

07:47 - The Main KPIs: On-Time Completion Percentage

10:48 - Customer Profitability Score

15:11 - Top Five Indicators

23:47 - Summary



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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.